Surging global energy demand. A finite supply of fossil fuels that’s increasingly costly to obtain – both in terms of expense and the environment. With powerful drivers like these, we think an alternative energy revolution is underway. Now you can participate in the global shift to alternative energy and renewable energy by investing in companies that explore, harness and store solar, wind, hydroelectric, tidal wave, geothermal, biomass and biofuel energy. Our Alternative Energy Fund also invests in companies that develop technology for conserving or enabling more efficient energy use.
Alternative Energy Fund through 06/30/2017
|Calendar YTD||1 Year||3 Years||5 Years||10 Years||Since
|TOP INDUSTRY SECTORS (as of 06/30/2017)|
|Oil Company - Exploration & Production||40.76%|
|Oil Company - Integrated||39.81%|
|Oil - Field Services||8.06%|
|Oil Refining & Marketing||3.91%|
|Oil & Gas – Pipelines and Transportation||3.52%|
|Energy - Alternate Sources||1.84%|
|Oil & Gas - Drilling||0.41%|
|Machinery - General Industries||0.08%|
|GEOGRAPHIC WEIGHT (as of 06/30/2017)|
“I can see the potential for 10 to 20 years of strong growth across the renewable energy industry. Energy supply may be the most pressing issue facing the planet today.“
It’s important to Edward Guinness to be part of a company that sets itself apart by thinking creatively. Edward manages our Alternative Energy Fund, which provides one of the best opportunities for the company to leverage its creative mindset. Increase in global energy supply is essential for continued improvements to living…
The Advisor has contractually agreed to reduce its fees and/or pay Fund expenses (excluding Acquired Fund Fees and Expenses, interest, taxes, dividends on short positions and extraordinary expenses) in order to limit the Fund’s Total Annual Operating Expenses to 1.98% through June 30, 2018. To the extent that the Advisor waives its fees and/or absorbs expenses to satisfy this cap, it may seek repayment of a portion or all of such amounts at any time within three fiscal years after the fiscal year in which such amounts were waived or absorbed, subject to the 1.98% expense cap.